2023 Form 5500 filing — Rathje Companies 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011111818NAL0021745201001) for Rathje Companies 401(K) Plan, reported by Rathje Enterprises, Inc. under EIN 37-1152236 and plan number 005. It reports 774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111818NAL0021745201001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Rathje Enterprises, Inc.
- EIN
- 37-1152236
- Plan number
- 005
- Location
- Decatur, IL
- Participants
- 774
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,337,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,337,344
- Employer contributions
- $1,425,263
- Participant contributions
- $1,595,822
- Total income / additions
- $13,329,754
- Benefits paid
- $6,258,372
- Administrative expenses
- $164,769
- Total expenses
- $6,423,141
- Net increase / (decrease)
- $6,906,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Capital Group | NONE | $89,279 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $58,913 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $16,577 | $0 |